See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,343 | $133,958-40.8% | $112,228-29.3% | $134,475-41.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.28% | 47.11%-67.4pp | 27.45%-47.7pp | 417.96%-438.2pp |
| Employer contribution / active EE | $6,349 | $4,038+57.2% | $3,635+74.7% | $4,740+33.9% |
| Participant deferral / active EE | $14,100 | $5,291+166.5% | $4,728+198.2% | $6,400+120.3% |
| Admin fee / account holder | $332 | $7,489-95.6% | $6,410-94.8% | $11,426-97.1% |